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Money Moves
car on a street

02.10.21

How to avoid the car wrap scam

With many people facing financial hardships during the coronavirus crisis, receiving a package in the mail with a check would probably make most folks happier than a kid at Disney World. Seemingly, all you have to do is put a decal on your car and that money is yours. Well, we hate to break it to you, but no, you’re not actually getting paid to put decals on your vehicle. Yep, it’s a scam.
football on a field

02.05.21

Annual Big Game Predictor

Once again it is time to roll out the “Super Bowl -- Stock Market” correlation coincidence, which forecasts the stock market’s direction for the year ahead. Known as the “Super Bowl Predictor”, the statistical phenomenon was made famous by
person holding many credit cards

02.03.21

The three best ways to use a credit card

Credit cards are a secure, convenient alternative to using debit cards, checks or cash to make purchases. They can serve as a powerful money management tool and can help you boost
bar chart showing stock increases and decreases

01.26.21

Read this before investing in an IPO

With big-name private companies like Airbnb Inc. and DoorDash Inc. recently announcing plans to go public, many investors may be chomping at the bit to purchase the new stock. While such investments have the potential to deliver excellent returns, it’s important to understand how the IPO process works
gavel and justice scale in front of chart of stocks rising and dropping

01.23.21

Investor Alert: Cheesecake Factory settles with SEC

The Cheesecake Factory Inc. is the first public company to be charged by the Securities and Exchange Commission (SEC) for misleading investors about the financial effects of the pandemic on their business
Country road with corn fields and a thunderstorm in the distance

01.21.21

The perfect storm for estate planning

According to estate planner Maurice R. Kassimir, Esq., the present moment has provided a “perfect storm” for wealthy families to meet with their estate planners and implement some wealth transfer strategies. In a November webinar, Mr. Kassimir pointed to three factors that make these times unique
man handing waiter credit card

12.16.20

Four tips to getting approved for a credit card

Having a credit card offers many advantages. Depending on the card you have, those perks can vary from travel rewards to getting cash back just by using your credit card. So, what do you need to do to get approved
people volunteering at a food bank to pack food in boxes

12.07.20

Planned giving in 2020

The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values
a pen laying on top of a blank check

11.29.20

Why you totally need a checking account

In an era during which convenient financial technology tools — such as Google Pay, Venmo and Apple Pay — are all the rage, do you need a checking account? The answer is a definitive yes. Here’s why
cash and United States Treasury check

10.15.20

Three ways to protect yourself from stimulus scams

The Federal Trade Commission (FTC) is cautioning Americans to be mindful of various schemes targeting Economic Impact Payments, also known as stimulus checks. Here are a few things you can do to protect yourself if Congress passes a second stimulus package
various tax forms in a pile

10.06.20

What does the federal payroll tax deferral mean to you?

On August 28, the US Department of the Treasury and the Internal Revenue Service (IRS) debuted long-awaited guidance on how President Trump’s proposed payroll tax suspension will apply to companies and workers.
the scales of justice balancing a money sign and a percentage sign

09.24.20

Interest Rates 101

If you’ve been researching loans, you’ve certainly noticed the term interest rate. Expressed as a percentage, usually in annual terms, an interest rate is the amount of money your lender charges you for a loan. Nearly every type of loan, including mortgages, car loans and student loans, charges an interest rate. Rates vary depending on your credit score, the type of loan and the lender.
Man typing on laptop in home office

09.10.20

Work-from-home scams and how to avoid them

As the coronavirus crisis causes unemployment numbers to increase, a trend has emerged: Many people are falling victim to work-from-home scams. Identifying these scams can be tricky, as work-from-home opportunities have skyrocketed due to nationwide stay-at-home orders.
2 men in suits going over a loan agreement

08.24.20

Unsecured or secured loans: What's best for you?

Smart borrowers understand the loan options available to them. The majority of loans are either unsecured or secured. Each loan type has its pros and cons. When you apply for a loan, do your homework.
an older married couple using a calculator and reviewing finances

08.17.20

A GRAT in action

The Grantor-Retained Annuity Trust (GRAT) has emerged as a popular strategy in the estate planner’s toolkit. The idea is that a grantor places assets in a trust while retaining the right to receive payments from the trust. When the term of the trust expires, any assets remaining in the trust pass to a beneficiary, typically a family member.
Smiling man with a papers in hand on phone

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